Document extraction
W-2, 1099 variants, brokerage and bank statements extracted with built-in OCR. Every value links back to the exact spot on the source document.
PrepDesk for accounting firms
Finish returns without the data entry.
PrepDesk reads client documents, extracts every number with a link back to its source, flags what needs a professional’s eye, and drafts the client follow-up. Your firm reviews and approves every step.
30-minute walkthrough on one of your own returns. No commitment.
- Source-linked
- Every number traces to the document it came from
- Review-first
- Uncertain items are flagged, never assumed
- Firm-approved
- No client email or return change without sign-off
Return workspace
Documents, review flags, follow-up, and export in one place
Return queue
3 in progressOrtega Dental PLLC
Entity documents and owner context connected
Rios family return
Missing 1099-B flagged, client follow-up drafted
Mason Supply LLC
Review packet assembled with source support
PrepMate
Researched the deduction question, proposed the return update, and drafted the client email — waiting on your approval.
Documents
14 extracted, source-linked
Review flags
2 items need a preparer
Client email
Draft awaiting approval
Export
Packet and 1040 PDF ready
The workflow
From shoebox to signed packet.
PrepDesk runs the whole return lifecycle in one workspace, so nothing lives in a preparer's head or a buried email thread.
Collect
Client documents arrive by upload, portal request, or straight from the email thread. Missing items are tracked, and follow-up requests are drafted for you.
Extract and compute
W-2s, 1099s, and brokerage statements — native PDFs, scans, or photos — are read automatically. The return is computed with deterministic tax math, not AI guesses.
Review and resolve
Low-confidence numbers, conflicts, and unsupported scenarios surface as explicit review flags. Nothing uncertain flows silently into the return.
Deliver
Export a print-ready review packet and official return PDFs once every flag is resolved — with the audit trail to show how each number got there.
Capabilities
Everything around the return, handled.
The hours in tax season don't go to tax law — they go to transcription, chasing, and assembly. That's what PrepDesk takes.
Review-first accuracy
Anything the AI isn't sure about becomes a review issue for a preparer. Calculations are deterministic and shown line by line.
Client follow-up, approved
Missing-document requests and explanation emails are drafted from the return's actual state — and sent only after your firm approves them.
Email and portal intake
Connect the firm inbox to match client threads to returns and pull in attachments. A secure client portal handles organizers, uploads, and sign-off.
PrepMate research
Ask return-scoped questions and get answers grounded in the client's actual numbers, with the reasoning explained before any change is accepted.
Audit trail on everything
Overrides require a reason. Approvals, finalizations, reopens, and exports are all recorded — ready for review season and peer review alike.
Your firm stays in control
AI accelerates the work. It doesn't sign the return.
PrepDesk is built for accountant-led workflows, because your name is on the engagement letter.
- Tax positions and final numbers are always the preparer's call
- Client emails go out only after someone at the firm approves them
- Every override is recorded with who did it and why
- Sensitive client data is masked by default and encrypted in storage
FAQ
Plain answers for firm owners.
Will this replace my preparers?+
No. PrepDesk removes the transcription and chasing work around the return — extraction, data entry, status tracking, follow-up drafts — so preparers spend their time on judgment, review, and client advice.
How do I know the numbers are right?+
Two ways: calculations are deterministic, not AI-generated, and every extracted value links back to its source document with a confidence score. Anything below the bar is flagged for human review instead of being used silently.
What does the AI actually do on its own?+
It reads documents, computes drafts, researches questions, and prepares emails and return updates. Anything that affects the client or the filed return — sending an email, accepting an update, finalizing — waits for your approval.
How does it fit our existing tools?+
PrepDesk connects to the firm's email and runs alongside your current stack. Returns export as a review packet and official return PDFs, so the output drops into the process you already have.
See it on one of your own returns.
Book a 30-minute walkthrough: documents in, extraction, review flags, client follow-up, and the finished packet out.
Or email ben@prepdesk.ai